Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,308 | $53,128-54.2% | $86,582-71.9% | $70,126-65.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.91% | 27.66%-14.7pp | 965.08%-952.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,571 | $2,068+24.3% | $2,839-9.4% | $2,343+9.8% |
| Participant deferral / active EE | $247 | $2,695-90.8% | $3,609-93.1% | $3,332-92.6% |
| Admin fee / account holder | $598 | $3,584-83.3% | $4,904-87.8% | $4,645-87.1% |